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FDVLX vs MVCAX
FDVLX vs MVCAX Comparison
Open Charts FDVLX vs MVCAX
FDVLX vs MVCAX Comparison Chart
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FDVLX vs. MVCAX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FDVLX is a Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.6B vs. FDVLX (7.51B). FDVLX pays higher dividends than MVCAX: FDVLX (1.22) vs MVCAX (0.93). FDVLX was incepted earlier than MVCAX: FDVLX (47 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FDVLX (0.81). FDVLX is a more actively managed with annual turnover of: 85.00 vs. MVCAX (27.00). FDVLX has a lower initial minimum investment than MVCAX: FDVLX (0) vs MVCAX (1000). MVCAX annual gain was more profitable for investors over the last year : -7.18 vs. FDVLX (-15.82). FDVLX return over 5 years is better than : 67.67 vs. MVCAX (59.35).
| FDVLX | MVCAX | FDVLX / MVCAX | |
| Total Expense Ratio | 0.81 | 0.99 | 82% |
| Annual Report Gross Expense Ratio | 0.81 | 1.00 | 81% |
| Fund Existence | 47 years | 24 years | - |
| Gain YTD | -5.147 | -2.934 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.51B | 16.6B | 45% |
| Annual Yield % from dividends | 1.22 | 0.93 | 131% |
| Returns for 1 year | -15.82 | -7.18 | 220% |
| Returns for 3 years | -3.59 | 5.86 | -61% |
| Returns for 5 years | 67.67 | 59.35 | 114% |
| Returns for 10 years | 13.10 | 51.03 | 26% |
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